Sarasin & Partners LLP

Sarasin & Partners LLP

Address: Juxon House
100 St Paul's Churchyard
London
EC4M 8BU
Telephone: 020 7038 7000
Fax: 020 7038 6864
Website: www.sarasinandpartners.com
Email: Click here to email Sarasin & Partners LLP

 

 

 

Who we are:
Sarasin & Partners is a London-based asset management group that manages investments of £5 billion for over 340 charities, including medical, educational, environmental, grant makers and religious orders. We also specialise in managing investments for UK private clients, pension funds, and other institutions with a total of funds under management of £14 billion (as at 31.12.14).

What we offer:
We offer a fully integrated investment management and administration service tailored to the needs of individual charity clients. This includes both UK-centric and international balanced portfolios seeking varying degrees of income and capital growth.


We also manage two common investment funds (CIF), the Alpha CIF for Endowments and the Alpha CIF for Income & Reserves, both with an inbuilt Socially Responsible Investment (SRI) policy. These two innovative funds of around £1.3 billion (as at 31.12.14) enable charities to access a wide range of asset classes while employing a tactical asset allocation process designed to meet their specific objectives. Furthermore, the two funds, along with other specialist funds can be blended together to meet individual growth and income requirements supported by a single comprehensive “look-through” report.

Training and Events
Sarasin & Partners also holds an annual series of investment seminars and hosts a monthly charity forum lunch where charity finance professionals meet to discuss investment and other matters of common interest. We also carry out investment training for charity trustees on behalf of the CFG (Charity Finance Group). Click here for a list of what we offer.


 

Attention to detail:
Strong emphasis is placed on providing highly detailed quarterly investment reports and administrative support which is structured to each client's particular requirements. We count client meetings as an important part of our services. The Sarasin & Partners hallmark is the provision of a genuinely personal service.

The firm is particularly well known for the Sarasin & Partners Compendium of Investment that is now in its 18th year of publication and has become established as a leading work of reference in the sector Insert image of Compendium front page

Our belief:
We believe that client objectives are central to setting the long-term strategic asset mix of the portfolio. Once these have been set, we aim to add value and reduce volatility through dynamic tactical asset allocation.

We also believe that recurring income is a crucial element of long-term investment, as ultimately capital growth is the product of income growth. Finally, our equity selection process is based on global thematic trends rather than a traditional regional approach coupled to local knowledge - a different way of looking at the world.

For further information
Contact John Handford on 020 7038 7000 or email: john.handford@sarasin.co.uk

Past performance is not a guide to future returns and may not be repeated. Please note the Alpha Common Investment Funds are for registered charities only.

Sarasin & Partners LLP is authorised and regulated by the Financial Conduct Authority.
© 2014 Sarasin & Partners LLP – all rights reserved.

 

 

 

New Search Top